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Showing 331 - 340 of 4021 results for "January"

Ironbark partners with HarbourVest to launch fund

ELIZA BAVIN  |  TUESDAY, 4 JUN 2024
... solutions previously only available to very large institutional investors." A $1.2 billion anchor investment was made in January 2023 in the underlying fund, which provides stability to the new fund, allowing it to maintain a high-quality, diversified ...

AFCA to expel Dixon Advisory

KARREN VERGARA  |  THURSDAY, 30 MAY 2024
... executive Sarah Abood said the membership has been extended twice despite the fact the company went into administration in January 2022. "This meant that complaints by former clients could continue to be made and would continue to be eligible for compensation ...

GSFM to distribute new strategy in Australia

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... towards export-oriented pan-European businesses. EQMC has posted around 11% net annualised returns since its inception in January 2010, outperforming indexes by 90% to over 190%, typically holding a small net cash position with no leverage. "If you think ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... North, Macquarie, Colonial First State, BT and Microsoft are the most popular among them. Compared to the period between January and June 2023, advice technology, investments, super, practice management, and SMSFs were the most popular subjects. The ...

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... Life Plan FP, Nabi also served as a director from 15 November 2019 to 30 December 2022, and a responsible manager from 19 January 2020 to 31 August 2022. Nabi is the founder and chief executive of Brisbane-based Guardian Group, which offers financial ...

UK forewarns Australia on wholesale test changes

KARREN VERGARA  |  THURSDAY, 23 MAY 2024
... its own wholesale investor thresholds. The UK government introduced new HNWI and sophisticated investor definitions on January 31 which raised the income threshold from £100,000 to £170,000. The net asset test threshold rose from £250,000 to £430,000. ...

ASIC issues experienced pathway guidance

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
... that an experienced provider is a person who was a relevant provider of personal advice for at least 10 years between 1 January 2007 to 31 December 2021, and had a clean disciplinary record as at 31 December 2021. The adviser should also pass the mandatory ...

Spaceship appoints new chief risk officer

JAMIE WILLIAMSON  |  MONDAY, 20 MAY 2024
... aim of leveraging its scale to deliver lower fees. Beydoun replaces Tom Kildea who was appointed chief risk officer in January 2023 after five years on the risk and compliance and operations teams.

CalSTRS appoints chief investment officer

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
... Retirement System (CalSTRS) has named a chief investment officer to succeed Christopher Ailman, who announced his retirement in January after a long tenure. Scott Chan, who's served as deputy chief investment officer since 2018, will take on the role. ...

Vanguard selects next chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... spending the last decade at BlackRock. He was most recently global head of iShares and index investing, a role he left in January. Prior, he held roles including head of US wealth advisory and global head of corporate strategy. He's also previously led ...